Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan
Sponsored by Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund · EIN 200845880 · Plan #001
- Total assets
- $165M
- Net assets
- $165M
- Active participants
- 1,667
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hamilton Lane Advisors, L.L.C. CRD 107876 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Smw Insurance Fund | Plan administrator, Direct payment from the plan | $173,780 |
| Buck Consultants | Actuarial, Direct payment from the plan | $126,041 |
| Segal Marco Advisors | Consulting (general), Direct payment from the plan | $95,000 |
| Ullico | Investment management fees (indirect), Investment management | $94,808 |
| Chevy Chase | Investment management, Investment management fees (direct) | $52,744 |
| Partners Group Private Equity | Investment management fees (indirect), Investment management | $51,253 |
| Siguler Guff Small Buyout Opportuni | Investment management fees (indirect), Investment management | $39,500 |
| Mept | Investment management fees (indirect), Investment management | $31,943 |
| Hamilton Lane | Investment management fees (indirect), Investment management | $29,110 |
| Mesirow | Investment management fees (indirect), Investment management | $22,948 |
| Krakow & Souris | Legal, Direct payment from the plan | $20,000 |
| Manzi & Associates, Llc | Accounting, Direct payment from the plan | $18,362 |
| Hamilton Lane | Investment management fees (indirect), Investment management | $15,930 |
| Comerica | Investment management, Investment management fees (indirect) | $15,145 |
| Pimco | Investment management fees (indirect), Investment management | $0 |
| Grosvenor Opportunistic Cr | Investment management fees (indirect), Investment management | $0 |
| Asb Real Estate Fund | Investment management fees (indirect), Investment management | $0 |
| Afl Cio Equity Fund | Investment management fees (indirect), Investment management | $0 |
| Bny Mellon | Investment management, Investment management fees (indirect) | $0 |